Samuel Israel began his career in financial services in 2011 with the MassMutual Financial Group in Brooklyn, NY. Throughout that time he’s worked with many clients including small business owners, real estate professionals, physicians and attorneys. He has also worked with clients in the e-commerce industry.
Samuel’s focus begins with you, the client, in mind. His meetings commonly begin with a simple, but powerful question; “what’s important to you?” Beginning by learning about what your short, mid, and long term goals are, he collaborates with you to develop a plan to move forward and help you attain those goals. Samuel’s passion for helping his clients shows as he goes above and beyond to help them coordinate all of their financial affairs. Samuel consults on creative life insurance strategies to help individuals and business owners plan for a more secure future.
Samuel believes strongly in supporting family, friends and his community. He resides in Monsey, New York with his wife and children.